Home/Equity Management Software/Carta vs EqvistaUpdated on: March 29, 2024

Compare Carta vs Eqvista

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Overview

Summary

Carta is an equity management software that helps the users to efficiently and conveniently manage their companies valuations, cap tables, investments and equity plans. The software acts as the source of truth for the user’s companies equity. It provides audit-ready, fast and cost-effective valuations. Carta offers liquidity to the user’s companies by running tender-offers, one-off transactions, and stock buybacks. It is an SEC-registered platform that acts as a transfer agent. It allows users to issue electronics security to those stakeholders who are ready to use Carta. The software allows users to do sensitivity and breakpoint analysis along with dilution and payout modelling. Users can perform full-service fund accounting and even view their real-time financials. This helps the users to make better financial decisions that will benefit them in the long run. The software’s portfolio dashboard helps the users to track their performance. Further, the experienced team members of the software provide accurate and on-time valuations to the users. ..show more

Eqvista is an ideal platform for issuing electronic shares to employees, founders and investors. It offers stellar services related to cap table management and valuation for all relevant organisations. Whether the client is a small, medium or large organisation, Eqvista offers tailored services. These services are entirely customisable to provide the latter with flexibility. The platform is an ideal one to issue stocks and stay connected with the shareholders for good. The feature for share management allows clients to manage their shares seamlessly across all online platforms. With this, clients can issue new shares, transfer the existing ones and conduct various other actions simultaneously. Eqvista is also a go-to for business startups. Such clients simply need to fill in their ideals and ideas along with relevant objectives and the page comes up with ample company incorporations. With Eqvista, client companies can easily issue electronic stocks that eliminate the use of physical certificates. This, in turn, eliminates the chance of human inaccuracy as the entire process is automated. ..show more

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Palo Alto, California / 650.669.8381

Las Vegas, NV

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Launch
Custom

Standard cap table & ESOP management for seed & pre-seed companies

Features

  • Cap table & ESOP management​
  • Electronic securities​
  • Shareholder portal
  • Scenario modeling
Paid
Custom

Launch + additional compliance & planning features for Series A+ companies

Features

  • Everything in Launch
  • ESOP valuations
  • Investor updates
  • Dedicated onboarding support
CarteX
Custom

Paid + liquidity solutions for maturing companies (coming soon)

Features

  • Everything in Paid
  • Listing on CartaX
  • Regular liquidity
  • Competitive transaction fees
View Price Page
Freemium
Free

Use most of the features free

Features

  • Up to 20 shareholders (you can upgrade your plan to Premium at any time)
  • Unlimited Companies
  • Easily see your cap table
  • Manage Convertible Note, KISS, SAFE recording, Issue options
  • Equity Plan Management
  • Manage Employee Stock Options (ESO)
  • Set a Vesting of ESO
  • Waterfall Analysis
  • Financing Rounds Modeling

1. 409A Valuation Starting at $1100

  • Seed Stage : $1,100
  • Series A : $1,600
  • Series B - $2,100
  • Series C - $2,700

2. Cap Table One-Time Setup and Ongoing Support : $490

Premium
Custom

Customized plan according your needs

Features

  • Unlimited shareholders according your selected plan ($2 per shareholder monthly)
  • Unlimited Companies
  • Easily see your cap table
  • Manage Convertible Note, KISS, SAFE recording, Issue options
  • Equity Plan Management
  • Manage Employee Stock Options (ESO)
  • Set a Vesting of ESO
  • Waterfall Analysis
  • Financing Rounds Modeling
  • Includes features of 409A Valuation and One-Time support
View Price Page

SCREENSHOTS

Carta Screenshots
View 1 screenshot(s)
Eqvista Screenshots

INTEGRATIONS

  • Zenefits
  • BambooHR
  • Quickbooks
  • Xero
    NA

ALTERNATIVES

Top alternatives to Carta

AngelList Recruit
AngelList Recruit
Pulley
Pulley
Equidam
Equidam
Orchestra
Orchestra
WOWS Cap Table
WOWS Cap Table

Top alternatives to Eqvista

Carta
Carta
Equidam
Equidam
Orchestra
Orchestra
WOWS Cap Table
WOWS Cap Table
Global Shares
Global Shares